Iron Horse Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
639
+2
| +0.3% | +$638 | 0.06% | 56 |
|
|
2025
Q1 | $171K | Sell |
637
-29
| -4% | -$7.8K | 0.06% | 54 |
|
|
2024
Q4 | $198K | Sell |
666
-22
| -3% | -$6.53K | 0.07% | 52 |
|
|
2024
Q3 | $187K | Buy |
688
+1
| +0.1% | +$271 | 0.06% | 51 |
|
|
2024
Q2 | $159K | Buy |
687
+587
| +587% | +$136K | 0.06% | 51 |
|
|
2024
Q1 | $22.8K | Hold |
100
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $18.7K | Hold |
100
| – | – | 0.01% | 127 |
|
|
2023
Q3 | $14.9K | Hold |
100
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $17.4K | Hold |
100
| – | – | 0.01% | 117 |
|
|
2023
Q1 | $16.5K | Hold |
100
| – | – | 0.01% | 122 |
|
|
2022
Q4 | $15K | Hold |
100
| – | – | 0.01% | 115 |
|
|
2022
Q3 | $13K | Hold |
100
| – | – | 0.02% | 80 |
|
|
2022
Q2 | $14K | Hold |
100
| – | – | 0.01% | 113 |
|
|
2022
Q1 | $19K | Hold |
100
| – | – | 0.01% | 110 |
|
|
2021
Q4 | $16K | Hold |
100
| – | – | 0.01% | 107 |
|
|
2021
Q3 | $17K | Hold |
100
| – | – | 0.01% | 95 |
|
|
2021
Q2 | $17K | Hold |
100
| – | – | 0.01% | 98 |
|
|
2021
Q1 | $14K | Hold |
100
| – | – | 0.01% | 95 |
|
|
2020
Q4 | $12K | Buy |
+100
| New | +$12K | 0.01% | 98 |
|